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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,758 | $147,727-94.1% | $115,756-92.4% | $134,532-93.5% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.1%-77.1pp | 81.2%-81.2pp |
| Annual return | -14.34% | 73.96%-88.3pp | 143.14%-157.5pp | 418.27%-432.6pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,401-100.0% |
| Admin fee / account holder | $25 | $14,571-99.8% | $8,124-99.7% | $11,429-99.8% |